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Edit Custom Fields by task type

Edit the settings for your Custom Fields by task type.

The settings available vary by field type.

Custom Fields by task type feature availability and limits by plan and user role. Learn more

Edit Custom Fields by task type from tasks

To edit a Custom Field by task type from a task:

  1. Scroll down to the Custom Fields section. 
  2. Click the pencil icon to edit quick settings.
  3. Click Advanced settings to open Custom Field Manager.

Other options are available including:

  • Click the pin icon to pin the Custom Field.
  • Interact with the content of the Custom Field. For example, in text Custom Fields you can copy the text or clear contents of the field.

Screenshot of task type Custom Fields section of a task, highlighting the options available to edit a task type Custom Field.

Edit advanced settings

You can edit the advanced settings of any Custom Field from Custom Field Manager.

The advanced settings available vary by field type.

Edit Custom Fields by task type from Workspace settings  

To edit a Custom Field by task type from your Workspace settings:

  1. In the upper-left corner, click your Workspace avatar and select Settings.
  2. In the All settings sidebar, click Task types.
  3. To the right of a custom task type, click the ellipsis ... icon.
  4. Click Edit.
  5. In the Custom Fields section, hover over a Custom Field:
    • Click the pin icon to pin the Custom Field.
    • Click the minus icon to remove the Custom Field from this task type.
      This option is only available on fields added to two or more task types.
    • Click the edit settings icon to edit quick settings. Click Advanced settings to open Custom Field Manager.

Screenshot of the Custom Fields section displayed when editing a custom task type.